Senior Financial Analyst: Strategic Forecasting & Insights

CVSHealth; California (MO); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Comprehensive benefits package

Medical,dental,vision coverage

Paid time off

Job summary

CVS Health is seeking a Financial Analyst to help develop annual budgets, forecasts, and long-term financial plans. You will conduct detailed financial analyses, build models, and identify opportunities to improve forecasting, efficiency, and profitability.

Collaboration with stakeholders across finance and operations is essential. The role requires 3–5 years in financial analysis, a Bachelor's degree in Finance or related field, and familiarity with ERP systems.

Qualifications

• 3–5 years of experience in financial analysis or related field.
• Bachelor's degree in Finance, Data Analytics, Accounting or related field.
• Proficiency with budgeting, forecasting, and financial modeling.
• Experience with ERP systems (S4/SAP) and planning tools is a plus.

Responsibilities

• Assist in development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets and resource allocation.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Support the forecasting process by analyzing trends, identifying key drivers, and preparing financial models to evaluate different scenarios and their impact on financial outcomes.
• Identify areas of improvement, cost-saving opportunities, and revenue enhancement strategies.
• Develop complex financial models to support strategic decision-making, investment analysis, and business planning.
• Implements improvements in forecasting methodologies, data collection, and analysis techniques to enhance forecasting capabilities.
• Identifies opportunities to streamline financial processes, improve efficiency, and enhance data accuracy.
• Edits and improves team processes and workflows to enhance efficiency and effectiveness and identifies bottlenecks or areas for improvement and implements changes to optimize team performance.
• Assists in coaching and providing guidance to junior-level team members and helps them resolve problems and answer questions.

Skills

Financial analysis

Problem solving

Decision making

Education

Bachelor's degree in Finance, Data Analytics, Accounting or related field

Tools

S4/SAP

Anaplan

Workday

Job description

CVS Health is seeking a Financial Analyst to help develop annual budgets, forecasts, and long-term financial plans. You will conduct detailed financial analyses, build models, and identify opportunities to improve forecasting, efficiency, and profitability.

Collaboration with stakeholders across finance and operations is essential. The role requires 3–5 years in financial analysis, a Bachelor's degree in Finance or related field, and familiarity with ERP systems.